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Clients traditionally view MSPs as vendors managing their IT infrastructure rather than potential business partners. This misconception is a substantial roadblock when it comes to differentiating, communicating, and monetizing your expertise. We're here to change that.

Members of our community are consistently generating more project revenue and new clients through better conversations, tools, and training. Let us show you how to take things to the next level today while using your existing business model.


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The Humanized Approach


We do not give you a checklist and tool then send you on your way. We walk with you every step with personal 1:1s, regular updates, guided courses, and community members around the world.

Every member gets quarterly meetings with expert guides to coach to help hold them accountable and answer questions on how to continuously improve.

Save Time

Don't re-invent the wheel! Our 4 pillar approach gives you a pre-built framework you can start using immediately to increase project revenue. These proved tools have been used by our community members. We continuously develop the resource library with feedback from our worldwide community so you stay relevant and on top of delivery. 

Conversations Not Presentations

We are a community that believes in having conversations with our clients to come up with strategic solutions. We have an easy to learn process for consistently delivering strategic conversations with clients. Once you have begun participating with our coaches and community you will see a difference in the first few weeks.

4 Pillars


We will enable your staff to think strategically. This will serve as the foundation of everything
you do for your client from deploying
new equipment to deciding which software
best supports employees.  You will meet
with client leadership regularly throughout the
annual cycle to confirm you are on track to meet
client goals, then make adjustments to keep
everything moving in the right direction.


Countless aspects fall under the architecture
pillar, and your job is to carefully select the
ones that work best for your business. We give you tools to audit the architecture based on your tech stack.
Then, using the strategy we established, you will make recommendations for architecture that best fit your client's individual needs rather than suggesting canned solutions that don’t suit your their company.


By using knowledge of where your
client's architecture currently stands, as well as the strategy you have defined, you will use our tools to determine which of your world-class services you will provide to meet your client's strategic goals.   


We utilize the NIST framework to audit your client's risk posture. Then we add context through the 3 other pillars to determine
whether your client should mitigate, accept, transfer, or avoid the risk. Our reports allow for easy to read transparency so your client can feel confident they are making the best decisions possible for their company.


Every MSP has its own unique vision, personality and goals, which is why we believe in the power of human engagement.

By participating in our quarterly planning sessions, meeting with us on weekly community calls and posting questions on the community board, you'll uncover a solid action plan that takes a customized, personal approach to IT solutions.


Expert Guide

After starting his own vCIO practice, Adam Walter has grown his program into a lucrative service for small businesses in a very short amount of time.

He has been training and crafting materials for MSPs worldwide to unlock their potential for becoming high-value business partners, and he wants to help yours next.

See Adam's Profile


Training Where You Need It, When You Need It

We get it — you're busy. That's why we offer three convenient programs with distinct goals to deliver a world-class program to your clients in record time. Whether you want to increase MRR, recover money left on the table, or build a foundational vCIO program, our training has got you covered! 

Strategy Track

Generate $3,000 MRR for vCIO services
in 90 days.


  • 1. Defining the vCIO role and responsibilities

    (Example recorded session.  To get the rest subscribe to VEP!)

    A vCIO program is more than just hiring an individual vCIO to run QBRs.  In this session, we discuss the various components of an effective vCIO program and what responsibilities they are to take on. 

  • 2. Define the Annual, Quarterly and Monthly Cycles

    (For recoded session access subscribe to the VEP today!)

    Building a cycle or cadence needs to be simple. Complex cycles will fall apart in our operational workflow. Here is a simple review of how to adapt a cycle that won't add complexity to your environment.

  • 3. Delegate vCIO roles to existing assets

    (For recoded session access subscribe to the VEP today!)

    Here we dive deeper into the conversation from Session 1. Don't think of the vCIO as an individual, think of it as a framework or set of activities within your organization. In this manner, you can hire appropriate resources, coordinate activities, and deliver a scalable and sustainable program to your clients.

  • 4. Run a Strategy/SWOT Analysis

    (For recoded session access subscribe to the VEP today!)

    How to have an annual session with your clients that will differentiate your MSP as well as increase client engagement. You need a stable framework to discuss what is going on with your client's business each year. Here we discuss how a SWOT can take things to the next level with your clients.

  • 5. Run an IT Budget Session

    (For recoded session access subscribe to the VEP today!)

    An IT budget session is a great way to discuss the true value of engaging in managed services.  This session is intended to teach engineers how to deliver an annual budget to give the client visibility into IT spend so they can make more informed decisions.

  • 6. Package and Price vCIO Services

    (For recoded session access subscribe to the VEP today!)

    Pricing and packaging up vCIO services can be tricky. Are you an all-inclusive MSP or are you itemizing engagements?  Either way your vCIO services will generate revenue but how?  We will answer these questions and be showing you how to set prices for your services.

  • 7. vCIO Masterclass Capstone

    (For recoded session access subscribe to the VEP today!)

    Here we wrap up the program. You have everything you need to deliver a world-class experience to your clients. The next thing is to schedule client kickoff sessions! This is not as clear cut as it sounds but we will give you some basic principles to follow that will ensure everything goes smoothly!


Generate $100,000 Project Revenues
in 90 days


  • 1. Pick the right clients


    The right clients is just about all of them, what we want to do is pick out the right activities for our clients.

  • 2. Pick the right projects [project library]

    Technology Stack assessments and similar processes to create projects and activities for the client.

  • 3. Set up the Technology Assessment Template

    Set a tried and true report to increase project revenue quickly with a client by measuring their adoption.

  • 4. Preparation for a QBR

    How do we create an effective QBR? Many times when we deliver a QBR we are talking about tickets and SLA. Here we walk you through a progress report that will attract the right people in the room with the right topics.

  • 5. QBR Role Playing

    What does the QBR we discussed in the last session actually look like in delivery?  Here we will role play the specific ideas presented in a quality QBR.

  • 6. Financial management with roadmaps

    Roadmap planning tools allow you to create a visual for spending with your client.  If you couple this with the Budget session from the strategy series you have a potent combination for client engagement.  In this session we will walk you through an effective roadmap tool that you can use to increase engagements.

  • 7. Proper follow up with pdfs and digital

    Here we show you how to share dynamic reports via a shareable link so the client can see the progress on annual tasks over time.

  • 8.Operations Masterclass Capstone

    You now have all the tools & techniques to start generating increased project revenue.  Now you just need to follow up with your clients and start engaging!

HIT Foundations

Build a scaleable vCIO program 
in 5 days


  • Day 1: Schedule 3 test client meetings

    Scheduling your first meetings is the key way to ensure that you stay focused.  We need to set these meetings for Week 5.  By then we will have everything set up to have a good conversation with the clients. 

    This task is pretty fast so today we will also have you add customizations to reports you will be delivering.

  • Day 2: Audit your clients

    This day you will run audits on your clients so you can understand their full portfolio. The three basic audits we start you off with are Infrastructure, Service, and Risk.  Don't worry we have these built for you and ready to go, you just need to fill them out!

  • Day 3: Run strategic sessions with scheduled test clients

    Strategic Sessions may be the most important activity that you do to distinguish yourself from other MSPs.  You can use any strategic methodology you are familiar with but in this course, we focus on SWOT.  It is easy to learn and deliver. As well your clients will all be familiar with the framework.  

    Today you will follow up on the sessions that you scheduled on day 1. Then you will take these sessions and align projects with what you discovered in the day 2 audits.

  • Day 4: Present Recommendations to test clients

    By now you are completely prepared with a world-class report to bring to your clients.  You know their technology portfolio, you know their business goals for the year, now you just need to show them how your projects will help them meet their goals.  This is where you become a hero and clients truly engage with you.

    We will teach you how to run the session so that the clients understand and therefore are more confident in purchasing additional projects from your company.

  • Day 5: Export projects to your PSA

    Your clients have seen your value, they have bought into your project portfolio and given you the green light.  Now you just need to export from the tool and deliver!

    Once this day is over we are ready to move onto your next 3 clients!

Video Channel

You and your team are too busy to waste time on continuous development, so we'll break it down for you in easy-to-follow videos.

The vCIO Video Channel is a convenient mobile video channel format that helps you learn, think and get inspired anytime, anywhere. 


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On-Demand Courses

Virtual C Academy has a wide variety of online courses that teach vCIOs to learn hard and soft skills and engage clients on a business level.

You'll learn...

  • How to develop and maintain an IT Budget
  • How to conduct an IT Strategy Workshop
  • How to monetize on Office 365 consultation
  • How to deliver IT Security Assessments
  • How to facilitate vCIO Needs Assessments
  • How to implement a vCIO-led sales process



vCIO Structured Report Templates

Deliver vCIO services through productive, effective and high-value meetings. Choose from seven available report templates to conduct IT Strategy Workshops, Microsoft Office 365 Audits, Security Assessments, IT Budget Workshops and so on. A complete scoring methodology, categorization and recommendation library is available for customizing your Technology Best Practice and Technology Stack Standard Scoring. Make the reports your own and generate IT Development Roadmaps in minutes!

vCIO Structured Report Templates


Who made the transition...



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Closed Community Access

Share ideas, submit questions and discuss hot topics with fellow vCIOs. Make sure you're ahead of the curve by being part of the most exclusive vCIO group available today. The community portal gives you access to closed content and resources.


Monthly Member-Only Seminars

You can participate in online seminars every month to learn and implement new S.M.A.R.T. goals such as:

  • Build an Engaging IT Strategy Workshop
  • Build your vCIO program
  • IT Budget Strategy
  • IT Technology Stack Audit
  • IT Strategy Development Service
  • Monetize Microsoft 365 Services
  • Disaster Recovery Planning



1-1 Coaching

Adam's coaching approach is agile and result-driven. He always starts with performing an assessment, then helps you set achievable goals in incremental values. This approach allows the MSP to get the vCIO set up and running quickly so they can start earning incomes from the clients helping finance the development process.

With one-on-one coaching, you'll learn how to create positive feedback loops, keep clients happy and give company owners full control of the process.



Without an effective process, you risk sabotaging your relevancy, your perceived value, and your own growth potential.


Join Today!

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